Strategic Point Investment Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Strategic Point Investment Advisors’s Portfolio FNCL Stock Details FNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.2M	Buy	224,324 +6,051	+3%	+$448K	2.24%	16
2026 Q1	$15.3M	Buy	218,273 +1,703	+0.8%	+$126K	2.23%	16
2025 Q4	$16.8M	Buy	216,570 +6,497	+3%	+$491K	2.33%	17
2025 Q3	$16M	Buy	210,073 +4,190	+2%	+$316K	2.3%	17
2025 Q2	$15.2M	Buy	205,883 +1,578	+0.8%	+$109K	2.35%	17
2025 Q1	$14.2M	Sell	204,305 -985	-0.5%	-$69.8K	2.37%	17
2024 Q4	$14.1M	Buy	+205,290	New	+$14.1M	2.3%	16

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return

Strategic Point Investment Advisors's FNCL Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 2.8% in Q2 2026, buying an estimated $448K and bringing the position to 224,324 shares worth $17.2M. The position accounts for 2.24% of the portfolio, ranked #16.

Strategic Point Investment Advisors first reported a position in FNCL in Q4 2024 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Strategic Point Investment Advisors held 224,324 shares of Fidelity MSCI Financials Index ETF worth $17.2M as of Q2 2026.
Strategic Point Investment Advisors bought 6,051 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $448K.
Fidelity MSCI Financials Index ETF made up 2.24% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #16 holding.
Strategic Point Investment Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 7 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.